Top Financial services Email Marketing & Automation Companies

Discover Email Marketing & Automation companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

2,741 Companies

Top Financial services Email Marketing & Automation Companies

Trinity Marketing AgencyProfile set up by Edverise AI
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Are you feeling dissatisfied with the growth of your business? Do you wish to boost the number of quality leads and clients you receive each month? Are you frustrated with losing valuable clients to competitors who aren't as skilled as you? This is Charles speaking... If you're ready to take charge
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided+1 Services
25% Conversion Rate Optimization (CRO)
30% Digital Strategy
20% Email Marketing & Automation
10% Social Media Marketing
AI Summary
“Trinity Marketing Agency specializes in digital marketing strategies—including conversion optimization and PPC—to boost client acquisition, enhance lead quality, and drive consistent business growth across industries.”
BUSY RevOpsProfile set up by Edverise AI
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BUSY RevOps offers access to a skilled business development team at freelancer rates, bringing extensive expertise in sales and marketing automation. We tackle challenges by utilizing your CRM as a sole source of truth, helping you streamline how you manage critical company information. With an enha
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
Kyiv, Ua
Services Provided+1 Services
25% CRM Consulting and SI
9% Other IT Consulting and SI
33% Email Marketing & Automation
23% Operational Process Consulting
AI Summary
“BUSY RevOps specializes in CRM consulting, marketing automation, and business process optimization, leveraging platforms like HubSpot to streamline operations and accelerate organizational growth.”
Jacobs & ClevengerProfile set up by Edverise AI
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Jacobs & Clevenger (J&C) is a full-service agency that operates independently, established by Ron Jacobs, co-author of Successful Direct Marketing Methods. The agency aims to utilize data to create narratives that enhance response rates, build relationships, and ultimately generate profitable result
Highlights
$10,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Chicago, Illinois, Us
Services Provided+2 Services
17% Email Marketing & Automation
10% Content Marketing Strategy
5% Marketing Funnel Development
2% Video Marketing Strategy
AI Summary
“Jacobs & Clevenger is an independent full-service agency specializing in data-driven direct marketing, offering creative solutions across industries to maximize client engagement and ROI through measurable campaigns.”
WeAre4CProfile set up by Edverise AI
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We are 4C, a digital transformation consultancy dedicated to customer satisfaction. With over 230 skilled professionals and continuing expansion, we are a premier Salesforce Platinum Partner in Europe, possessing exceptional expertise in Salesforce's range of products and services. Additionally, we
Highlights
$10,000+
Min Project Size
250-999
Employees
Services Provided+1 Services
25% BI & Big Data Consulting & SI
8% CRM Consulting and SI
14% Business Model Design & Validation
20% Customer Experience (CX) Strategy
AI Summary
“WeAre4C is a leading European Salesforce Platinum Partner with expertise in digital transformation, data science, and business consulting, delivering customer-centric solutions for over 20 years.”
Nerdy Joe, Inc.Profile set up by Edverise AI
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Experts in Cold Email Engagement
Highlights
$5,000+
Min Project Size
10-49
Employees
Services Provided+1 Services
15% Outbound Lead Generation
25% Cold Email Campaign Management
10% LinkedIn Outreach & Social Selling
30% Email Marketing & Automation
AI Summary
“Nerdy Joe, Inc. specializes in cold email outreach, LinkedIn engagement, and content marketing to deliver scalable sales lead generation and digital marketing solutions for B2B clients.”
Inbound FinTechProfile set up by Edverise AI
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We assist Financial Services, IT, and SaaS companies in generating high-quality leads and opportunities online through an effective inbound marketing strategy, SEO, targeted PPC campaigns, and a creative approach to every project. We have a passion for data and focus on delivering and measuring ROI
Highlights
$5,000+
Min Project Size
10-49
Employees
London, England, Gb
Services Provided+5 Services
18% Search Engine Optimization (SEO)
13% Content Marketing Strategy
7% Email Marketing & Automation
5% Social Media Marketing
AI Summary
“Inbound FinTech is a UK digital growth agency delivering data-driven inbound marketing, SEO, PPC, and content strategies to financial and IT sectors, focused on lead generation and ROI.”
B2B Lead Generation ServiceProfile set up by Edverise AI
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I can assist you with Business Marketing, Lead Generation, B2B Lead Generation, and any form of targeted lead generation. I am Abdur Rahman Roman, a professional lead generator with expertise in targeted and B2B lead generation. With around 3-4 years of experience in lead generation, business market
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
Dhaka, Dhaka, Bd
Services Provided+1 Services
38% Outbound Lead Generation
12% Market Research & Prospect List Building
30% Email Marketing & Automation
10% Content Marketing Strategy
AI Summary
“B2B Lead Generation Service offers targeted lead generation and digital marketing solutions, including email automation and content strategy, supporting diverse industries with expert business marketing services.”
Get X MediaProfile set up by Edverise AI
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Find the Digital Marketing Agency You've Been Searching For. Designed to support entrepreneurs, Get X Media acts as a catalyst for growth by assisting clients in developing their businesses in a smarter way, leading to greater success, sustainability, and profitability.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Calgary, Alberta, Ca
Services Provided
40% Search Engine Optimization (SEO)
25% Email Marketing & Automation
25% Pay Per Click
10% Other Digital Marketing
AI Summary
“Get X Media is a digital marketing agency dedicated to empowering entrepreneurs by delivering innovative strategies that drive sustainable business growth and enhanced profitability.”
MarkeStacProfile set up by Edverise AI
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MarkeStac is a premier consulting firm focused on CRM solutions, emphasizing CRM Automation and comprehensive end-to-end CRM processes in Marketing, Sales, Support, and Operations. We assist startups, SaaS companies, and expanding businesses in creating scalable CRM systems that streamline manual ta
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Sahibzada Ajit Singh Nagar, Punjab, In
Services Provided+1 Services
15% Cloud Consulting & SI
35% CRM Consulting and SI
20% Other Digital Marketing
20% Email Marketing & Automation
AI Summary
“MarkeStac delivers expert CRM consulting and automation across marketing, sales, support, and operations, enabling startups and businesses to streamline processes, enhance alignment, and boost revenue through integrated CRM solutions.”
Andrews WhartonProfile set up by Edverise AI
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Whether you're a direct marketing agency seeking to boost client contacts, a business like an insurance company aiming to avoid wasting time and resources on generic email strategies, or in search of new customer acquisition opportunities in Retail, FinTech, Travel, Auto, or any other industry, we h
Highlights
$1,000+
Min Project Size
10-49
Employees
Hauppauge, New York, Us
Services Provided
30% Email Marketing & Automation
4% Conversion Rate Optimization (CRO)
33% Media Planning & Budget Allocation
33% CRM Consulting and SI
AI Summary
“Andrews Wharton delivers tailored digital marketing solutions spanning email marketing, media planning, paid advertising, and AI-driven CRM automation to optimize client engagement and ROI.”

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